Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $508,930 | $111,785+355.3% | $93,669+443.3% | $145,877+248.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.80% | 203.79%-192.0pp | 133.59%-121.8pp | 551.28%-539.5pp |
| Employer contribution / active EE | $25,833 | $3,096+734.4% | $2,424+965.9% | $4,663+454.0% |
| Participant deferral / active EE | $15,333 | $4,919+211.7% | $4,416+247.2% | $6,691+129.2% |
| Admin fee / account holder | $570 | $10,256-94.4% | $8,291-93.1% | $13,402-95.7% |